Fidelity Total Bond ETF
FBND
30 hedge funds and large institutions have $99M invested in Fidelity Total Bond ETF in 2016 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 13 increasing their positions, 7 reducing their positions, and 3 closing their positions.
309% more capital inflows, than outflows
Capital inflows: $20M | Capital outflows: $4.91M
86% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 7
67% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 3
7% more funds holding
Funds holding: 28 → 30 (+2)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LVZ Inc
Holland,
Michigan
|
+$8.09M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$3.89M |
| 3 |
HighTower Advisors
Chicago,
Illinois
|
+$2.34M |
| 4 |
MSI Financial Services
Springfield,
Massachusetts
|
+$2.23M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$1.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$1.74M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.74M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$510K |
| 4 |
Sequoia Financial Advisors
Akron,
Ohio
|
-$217K |
| 5 |
Baker Avenue Asset Management
San Francisco,
California
|
-$201K |
FBND Hedge Fund Activity: Q3 2016 in Review
30 of the 3,759 institutional investors tracked by Wall St. Rank reported a position in Fidelity Total Bond ETF (FBND) for Q3 2016, worth a combined $99M — up 20% from $82.5M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new FBND positions and 3 closed out — a net gain of 2 holders — while 13 added to existing stakes and 7 trimmed.
The largest buyer was LVZ Inc, adding an estimated $8.09M. The largest seller was Ladenburg Thalmann Financial Services, cutting an estimated $1.74M.
- 30 institutional investors held Fidelity Total Bond ETF (FBND) as of Q3 2016, up from 28 in Q2 2016.
- Funds reported $99M of Fidelity Total Bond ETF stock for Q3 2016, up 20% quarter-over-quarter.
- 5 funds opened new Fidelity Total Bond ETF positions in Q3 2016 and 3 closed out, a net change of +2 holders.
- The largest Fidelity Total Bond ETF buyer in Q3 2016 was LVZ Inc, an estimated $8.09M added.
- The largest Fidelity Total Bond ETF seller in Q3 2016 was Ladenburg Thalmann Financial Services, an estimated $1.74M sold.
Based on aggregated 13F filings for Q3 2016.